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To: Jack of All Trades who wrote (125479)	9/25/2001 2:54:43 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 436258

JoAT Are you familiar with an EMS company by the name of ACT Manufacturing (ACTM)? It's trading at an all time low of around $ 5.00. They don't have the best balance sheet but on the basis of price/sales and eps seem to be a compelling buy. any thoughts?

To: Jack of All Trades who wrote (125479)	9/25/2001 4:21:03 PM
From: Earlie	Read Replies (1) \| Respond to of 436258

Jack: The larger outfits are the epitome of "high fixed costs" situations. Yes, the smaller shops may be able to pick up the small job lots, but the bigger guys don't want them and for good reason.... set up times, etc. Also, the total amount of work that is available today is way down over a year ago, which puts pressure on pricing. Most of the contract guys have been forced into serious concessions lately. I don't see how this whole negative situation gets turned around until the amount of work available starts to trend up. Finally there is far too much capacity in the industry, even before things started to cool down. Best, Earlie